Wealth Planning Administrator

  • Location

    City of London

  • Sector:

    Financial Services, Financial Planning

  • Job type:

    Permanent

  • Salary:

    To £40,000 plus bonus + benefits

  • Contact:

    Michael Groves

  • Contact email:

    mgroves@mbfitzgerald.co.uk

  • Published:

    over 1 year ago

  • Expiry date:

    2020-02-26

  • Consultant:

    #

A leading City based Private Bank is currently seeking to recruit an experienced Wealth Planning Administrator to work alongside some of their most senior Wealth Planners.


As part of the Wealth Planning team you will be working alongside WPs who provide whole of market financial advice to HNW private clients. You will be working within a small team consisting of WPs, Paraplanners and Wealth Administrators. Your role will be to provide both the Senior Paraplanner and Wealth Planner with technical admin support on a daily basis, duties will include; speaking with clients of the business, liaising with insurers, updating online systems, working in tandem with the Paraplanner on technical matters, all sales support and low level paraplanning where required.


To be considered for this role you should be a confident and ambitious individual who is seeking the next step in their career by joining a leading name in the market. You should have three years experience as a minimum working within either a Wealth Management or IFA environment.

Candidates will ideally hold some relevant wealth planning qualifications. You will be given full training and support to attain further exams and progression within the business will be available.